#Small business crm software reviews update#

Similar to Hubspot, Zoho’s CRM includes website visitor tracking and web-to-lead forms, which can generate leads for businesses with high website traffic.

#Small business crm software reviews update#

It also covers the basics well: you can import and manage contacts, update deals and tasks, log calls and emails, and even customize what pages look like.Īlthough Zoho CRM doesn’t offer bulk emailing on the free plan, you can use Zoho Campaigns to send up to 12,000 bulk emails a month, for free, to 2,000 contacts. Zoho CRM is a great choice due to its integration with the Zoho suite-which includes Zoho Campaigns for email marketing-and its workflow rules, which automate tasks. Read our Freshworks review, and learn more about Freshworks' various CRMs in our reviews of Freshsales, Freshdesk, Freshmarketer, and Freshservice.

Lead generation is limited, but Freshworks can pull leads from webforms: this is valuable if you have substantial website traffic. Although advanced features like custom fields aren’t available, small teams can still benefit from the in-built phone, plus the call and email logging function. Managing contacts and deals is intuitive, as the software prompts you to import new data and update deals. For example, you can set tasks and reminders linked to a deal, but can’t trigger them to happen when the deal status changes.

The ability to add unlimited users is a rare feature but with no workflow automation, a growing team would perform increasing manual work. The core CRM functionality includes contact management, call and email logging, deal status, and customer-facing chat functionality. Freshworks CRM packs a competitive feature set in its free plan, the highlights being in-built calls, unlimited users, and a generous support package.